Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jefferson Ervin BrunerRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Padraic Todd DevineRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Stephen James MoeRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Perry Edward AtkinsRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Robb Robinson HamiltonRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
John David AllenRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Scott Michael BullockRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Stelina Cynthia SimpsonRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
David John RybergRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Kirsten Marie KunkelRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Nicholas William SlaterRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Sarah Slater PowerRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
William Henry StrongRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Phillip J. BantaRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Joshua Dean GrayRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Nicholas Tyler CrostaRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Dale Walter SlaterRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Robert Broadfoot StrongRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.11-07-2014
Michael Gregory Foster Jr.Stifel, Nicolaus & Company, IncorporatedMcAdams Wright Ragen, Inc.08-04-2014
Colin Ryan CookMerrill Lynch, Pierce, Fenner & Smith IncorporatedMcAdams Wright Ragen, Inc.08-27-2012
Christian Eric JensenRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$1011-07-2014
John Douglas WarrenRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$1011-07-2014
William Maurice GribbleRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$2511-07-2014
Charles Kenneth HansonRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$2511-07-2014
Edmund Arthur Donnan IIIRobert W. Baird & Co. IncorporatedMcAdams Wright Ragen, Inc.$2511-07-2014
Next Page »

Showing 1 to 25 of 45 entries

Page 1 | 2

Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.